We are live on ! Find out more

2,030 hedge funds and large institutions have $91.9B invested in Amgen in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 789 increasing their positions, 870 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more funds holding in top 10

Funds holding in top 10: 112119 (+7)

0.05% less ownership

Funds ownership: 76.98%76.93% (-0.05%)

3% less call options, than puts

Call options by funds: $1.1B | Put options by funds: $1.14B

9% less repeat investments, than reductions

Existing positions increased: 789 | Existing positions reduced: 870

4% less funds holding

Funds holding: 2,1082,030 (-78)

16% less capital invested

Capital invested by funds: $110B → $91.9B (-$18B)

32% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 155

Holders
2,030
Holders Change
-78
Holders Change %
-3.7%
% of All Funds
44.72%
Holding in Top 10
119
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+6.25%
% of All Funds
2.62%
New
105
Increased
789
Reduced
870
Closed
155
Calls
$1.1B
Puts
$1.14B
Net Calls
-$38.4M
Net Calls Change
+$349M
Name Holding Trade Value Shares
Change
Change in
Stake
EIA
1726
Edgemoor Investment Advisors
Maryland
$276K +$2.4K +11 +0.8%
DI
1727
DFPG Investments
Utah
$275K -$42.6K -195 -14%
KWM
1728
Keebeck Wealth Management
Illinois
$275K +$177K +810 +148%
FWM
1729
Focused Wealth Management
New York
$274K
SRC
1730
Stone Run Capital
New York
$274K
SSW
1731
Smith Shellnut Wilson
Mississippi
$272K -$31.5K -144 -10%
OA
1732
Oxbow Advisors
Texas
$272K
NHC
1733
Nicholas Hoffman & Company
Georgia
$272K +$29.1K +133 +11%
BEC
1734
Blue Edge Capital
Virginia
$270K +$291K +1,333 New
NQWM
1735
Northwest Quadrant Wealth Management
Oregon
$270K -$4.59K -21 -2%
CCA
1736
Conestoga Capital Advisors
Pennsylvania
$270K
SRCM
1737
Swift Run Capital Management
Virginia
$270K +$291K +1,333 New
ECM
1738
ExodusPoint Capital Management
New York
$268K +$289K +1,323 New
CC
1739
Cedar Capital
Illinois
$267K -$121K -554 -30%
BAM
1740
Blueshift Asset Management
New Jersey
$267K +$287K +1,315 New
ECM
1741
EagleClaw Capital Management
Massachusetts
$266K -$3.93K -18 -1%
FHA
1742
Flagship Harbor Advisors
Massachusetts
$266K +$5.24K +24 +2%
PO
1743
Private Ocean
California
$265K +$18.6K +85 +7%
SKK
1744
Shepherd Kaplan Krochuk
Massachusetts
$264K -$257K -1,176 -47%
SDWMA
1745
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K +$284K +1,301 New
ANTB
1746
AMG National Trust Bank
Colorado
$263K -$85.2K -390 -23%
WCF
1747
West Coast Financial
California
$263K -$26.4K -121 -9%
AWE
1748
Avidian Wealth Enterprises
Texas
$263K +$10.3K +47 +4%
OC
1749
Oakworth Capital
Alabama
$263K +$151K +693 +115%
AFM
1750
Andesa Financial Management
Pennsylvania
$263K +$285K +1,305 New

AMGN Hedge Fund Activity: Q1 2020 in Review

2,030 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Amgen (AMGN) for Q1 2020, worth a combined $91.9B — down 16% from $110B a quarter earlier.

Sellers outnumbered buyers: 155 funds closed out of AMGN and 105 opened new positions — a net loss of 50 holders — while 870 trimmed existing stakes and 789 added.

The largest buyer was ClearBridge Investments, adding an estimated $541M. The largest seller was Fidelity Investments, cutting an estimated $1.49B.

  • 2,030 institutional investors held Amgen (AMGN) as of Q1 2020, down from 2,108 in Q4 2019.
  • Funds reported $91.9B of Amgen stock for Q1 2020, down 16% quarter-over-quarter.
  • 105 funds opened new Amgen positions in Q1 2020 and 155 closed out, a net change of -50 holders.
  • The largest Amgen buyer in Q1 2020 was ClearBridge Investments, an estimated $541M added.
  • The largest Amgen seller in Q1 2020 was Fidelity Investments, an estimated $1.49B sold.

Based on aggregated 13F filings for Q1 2020.